See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,219 | $42,894+198.9% | $60,874+110.6% | $68,494+87.2% |
| Participation rate | 44.0% | 66.8%-22.8pp | 73.1%-29.1pp | 67.9%-23.9pp |
| Annual return | -14.63% | -13.98%-0.6pp | 16.90%-31.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,157 | $1,978-41.5% | $2,701-57.2% | $2,596-55.4% |
| Participant deferral / active EE | $2,807 | $2,867-2.1% | $3,817-26.4% | $4,027-30.3% |
| Admin fee / account holder | $7,822 | $3,101+152.3% | $3,224+142.6% | $5,403+44.8% |